Update shared on 22 Oct 2025
Fair value Decreased 6.35%Analysts Lower Kazatomprom Price Target as Production Rises and Profit Margins Improve
Narrative Update on National Atomic Company Kazatomprom JSC
Analysts have lowered their fair value price target for National Atomic Company Kazatomprom JSC from $46.75 to $43.78. This change reflects adjusted expectations for revenue growth and profit margins.
What's in the News
- Reported production results for the first six months of 2025, with U3O8 production volume (100% basis) reaching 12,242 tU, up from 10,857 tU the previous year (Company Announcement)
- U3O8 production on an attributable basis for the half-year rose to 6,431 tU compared to 5,777 tU a year ago (Company Announcement)
- Updated 2025 guidance maintained projected production (100% basis) at 25,000 tU to 26,500 tU. Revenue expectations were kept at KZT 1,600 billion to KZT 1,700 billion (Corporate Guidance)
Valuation Changes
- The consensus analyst price target has decreased from $46.75 to $43.78.
- Revenue growth expectations have fallen from 14.23% to 11.62%.
- Net profit margin has increased from 30.57% to 33.20%.
- The future P/E ratio has declined from 10.21x to 9.41x.
- The discount rate remains unchanged at 7.996%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.